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【U.S. Official: U.S. and Iran Reach Agreement on 60-Day Understanding Memorandum】
Two U.S. officials stated that U.S. and Iranian negotiators have reached an agreement on a 60-day memorandum of understanding to extend the ceasefire and kick start talks on the Iranian nuclear program, but President Trump has not given final approval yet.
Phillip Capital Research said despite 3Q26 results declining 21% quarter-on-quarter largely attributable to reduced working days during the quarter amid festive holiday periods, margins improved 2.8 percentage points.
This was driven by a more favourable revenue mix with increasing contribution from 800 gigabits per second (Gbps) optical modules and better production yields.
In 2019, SoftBank sold its Nvidia stake for a $3.3 billion profit and celebrated. Today有 that same stake would be worth $253 billion.
SoftBank bought in for $4 billion, held it for a few years, sold it for $7.3 billion, and walked away feeling like winners. The AI boom had not happened yet. ChatGPT did not exist. Nobody knew what was coming.
That $3.3 billion profit turned into a $246 billion missed opportunity.
Masayoshi Son, the founder of SoftBank, has spoken publicly about the regret.
Exclusive Manufacturing Mandate: EG serves as CIG's exclusive manufacturing partner outside of China. The modules are produced at EG's state-of-the-art Smart Factory 4.0 in Penang (PG2) and its facility in Batu Kawan, Malaysia. [1, 2, 3]
Intellectual Property Transfer: The 1.6T collaboration involves a landmark transfer of technology and intellectual property (IP) from CIG to EG, marking CIG’s first 1.6T IP transfer outside of China. [1, 2]
Mid-2025 to 2026 (The 800G Ramp & 1.6T Prep): EG is currently heavily focused on executing a massive RM949 million (US$241.6 million) purchase order for 800G optical modules and wireless products. This contract runs through FY2026 and FY2027, establishing the operational revenue and high-yield manufacturing baselines required for the 1.6T rollout. [1, 2]
2026 Global Demand Window: Global market data shows that the actual commercial demand for 1.6T optical modules is exploding right now in 2026
2026 Global Demand Window: Global market data shows that the actual commercial demand for 1.6T optical modules is exploding right now in 2026 (projected at 25–30 million units globally). EG's timeline aims to capture this window as an exclusive manufacturer for CIG outside of China, with EG mandated to eventually produce 50% of CIG's total 800G and 1.6T output. [1, 2, 3]
Wall Street on Thursday ended mostly higher, as a surge in defensive healthcare stocks and improving sentiment around the Middle East outweighed a fall in the technology sector on a post-earnings plunge in Broadcom.
高通這幾年日子並不好過。自從大客戶蘋果轉向自己研發晶片後，高通在手機市場的地盤就不斷流失。為了尋找事業第二春，他們拼了老命深耕筆電市場，試圖推動微軟的 Windows 系統跑在自家架構上，指望靠著 Snapdragon X 晶片的超強電池續航力來翻身。